Pensionmark Financial Group LLC is a firm that provides financial advisor, third party administration, fiduciary trustee, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, Texas, and Vermont (although they are present in other states as well).
Most Pensionmark Financial Group LLC clients are inpatient nursing, hospice, and rehabilitative care facilities, other residential care facilities, religious organizations, colleges, universities, and professional schools, outpatient health care practitioners and facilities, individual and family services, and community housing services with revenues ranging from $19 million to $113 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Community Research Foundation (CRF) | 501(c)(3) | San Diego, CA | ||
| 2 | Hope Hospice | 501(c)(3) | New Braunfels, TX | ||
| 3 | Champlain College | 501(c)(3) | Burlington, VT | ||
| 4 | ODD Fellows Home of California | 501(c)(3) | Napa, CA | ||
| 5 | Champlain Housing Trust | 501(c)(3) | Burlington, VT | ||
| 6 | Covenant Kids | 501(c)(3) | Arlington, TX | ||
| 7 | Santa Barbara Botanic Garden (SBBG) | 501(c)(3) | Santa Barbara, CA | ||
| 8 | Center for Health Care Strategies | 501(c)(3) | Hamilton, NJ | ||
| 9 | California Nevada Methodist Homes (CNMH) | 501(c)(3) | Oakland, CA | ||
| 10 | The Children's Shelter | 501(c)(3) | San Antonio, TX | ||
| ... | and 3 more Pensionmark Financial Group LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Pensionmark Financial Group LLC in the nonprofit sector include Newport Trust Company, Newport Group, Inc., Sei Investments, RBC Wealth Management, Planpilot, LLC, Ubs Financial Services Inc, Bank Of New York Mellon, Fidelity, Principal, and Merrill Lynch.
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